The more the merrier, right? We get it! Sometimes you just want more options. Other times, personalities might not mesh.
Interviewing SmartVestor Pros is a crucial step in the selection process, and we want to set you up for success. That is why we do our best to connect you with up to five (5) SmartVestor Pros and equip you with this helpful Interview Guide. If after interviewing each of the Pros you need more options, please let us know.
If you are concerned about submitting another request through our website in the event that you are connected with some/all of the same Pros as before, you may complete the form and uncheck the box at the bottom of the second page where you input your first/last name and email address.
Doing so will opt you out of sending your information, and the list will still be emailed to you for your viewing. You may choose contact the Pros at your convenience. You information will not be passed along in any way to the Pros. That stays strictly between you and us and no other party has access to your information.
Note: Beyond location, we are unable to honor requests for specific search criteria. (It's a compliance thing.)
For more information about investing and retirement, check out the blog!